FICH Crypto is a systematic, long-only algorithmic strategy trading exclusively within the top 150 altcoins by market capitalization. Every Friday, our algorithm evaluates relative strength across the universe and automatically rotates capital into the most dominant digital assets — maximizing exposure to structural crypto trends while completely removing human bias.
If you have invested $1,000 with Fich Crypto on Jan 2020 you would now have $148,499
1. Market overview
• Bitcoin rebounded from intraday dips below $77,000 to briefly surpass $81,000, helping lift global crypto market capitalization toward $2.82 trillion amid easing rate-hike fears, softer employment data, and a weaker U.S. dollar, despite volatility from geopolitical tensions and higher oil prices.
• Institutional demand remained steady, with spot Bitcoin ETFs posting about $101 million in net inflows in the latest session, reversing earlier outflows.
• Regulatory and institutional shifts continued: the CFTC moved to dismiss a CME Group lawsuit tied to crypto perpetual futures; Coinbase sought approval for 24/7 equity perpetuals; SoFi partnered with Kraken; Revolut received conditional OCC approval, signaling deeper traditional finance integration.
• Tokenization activity expanded, including initiatives involving equity in professional sports teams and potential catastrophe bonds; firms such as Grayscale and venture groups urged the SEC to evaluate new exchange-traded products on a case-by-case basis rather than applying overly restrictive frameworks.
• Altcoin performance diverged: Zcash surged toward multi-year highs on ETF-related momentum, while certain emerging-platform tokens saw sharp rallies; Ethereum had mixed flows with modest ETH ETF outflows, alongside continued law enforcement actions against crypto-targeting malware and ongoing work on stablecoin infrastructure and zero-knowledge identity tools.
Fich Monthly returns %
2. This week overview: Fich Crypto vs the market
Through 3 September 2026, Fich investment strategy returned +5.88% in September so far, against +3.42% for Bitcoin and +1.62% for Ethereum.
Stepping back to the year-to-date picture:
3. The portfolio this week: bought, sold, and held
On 3 September 2026 the system closed 6 positions and opened 6 new positions and held 3 from the previous week, leaving the portfolio at roughly 1.3% cash.
The algorithm systematically closes underperforming assets while holding positions with strong momentum.
Closed trades, return on each closed position:
Average closed-trade return: −3.45%. Hit rate: 0/6 (0% winners).
Current portfolio:
New Portfolio update
Crypto markets are showing renewed risk appetite, with several high-beta tokens rallying on a mix of real adoption signals, rising protocol revenues, and technically constructive breakouts—often reinforced by short liquidations and expanding derivatives positioning.
Arbitrum (ARB) led the move, posting a sharp one-day jump alongside a surge in futures activity and open interest. The key catalyst is accelerating usage of Arbitrum’s Orbit stack—highlighted by Robinhood Chain’s rapid fee generation—plus the newly activated ArbOS Elara upgrade, which adds protocol-level fee mechanics and compliance tooling that can improve sustainable revenue capture as institutional integrations expand.
Uniswap (UNI) is benefitting from the same “onchain finance” impulse: standout DEX volumes on Robinhood Chain and broader multi-chain fee routing are translating into more meaningful burn dynamics under recent upgrade changes. With activity-driven fee generation rising and supply pressures tightening, UNI’s strength is increasingly tied to measurable cashflow-style signals rather than pure sentiment.
Maple Finance (SYRUP) continues to stand out on fundamentals, with AUM/TVL recovery and record monthly profitability feeding a revenue-linked buyback program that directly purchases tokens from the market. New distribution channels via large partners are supporting fresh inflows, while higher open interest and positive funding suggest traders are positioning for continuation.
Pyth Network (PYTH) is being repriced on credibility and monetization: a headline partnership to deliver on-chain macro data strengthens its institutional narrative, while recent ARR growth underscores expanding demand for data products (including indices and always-on pricing for major equities and ETFs). Whale accumulation and favorable liquidation dynamics add support to the move.
Sei (SEI) is attracting attention as a performance-and-adoption story. Strong onchain activity metrics and major throughput improvements tied to the Giga upgrade reinforce its positioning for high-frequency, trading-oriented use cases, with additional momentum coming from integrations pushing tokenized equities and more autonomous wallet tooling.
Filecoin (FIL) is riding both market structure and narrative tailwinds: a sharp rally amplified by short liquidations is being reinforced by rising volume and open interest, while the broader AI infrastructure theme is highlighting decentralized storage as a resilience and cost hedge amid centralized bottlenecks. Technically, FIL is also pressing key long-term breakout levels, keeping momentum traders engaged.
4. Multi-year track record
By the end of last week, that hypothetical $1,000 was worth $148,499 in the strategy, versus $11,287 in spot Bitcoin and $19,178 in spot Ethereum.
Fich Crypto Strategy vs. BTC and ETH — growth of $1,000 since inception (log scale).
Disclosure: All performance metrics account for a 0.10% commission per trade side. Execution is strictly limited to the Top 150 altcoins by market capitalization, rebalanced every Friday. Full historical performance data is available at Fich.ai. This letter is for informational purposes only and does not constitute investment advice.